See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,582 | $93,024-60.7% | $77,024-52.5% | $134,475-72.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.49% | 62.60%-83.1pp | 42.32%-62.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $793 | $3,418-76.8% | $2,812-71.8% | $4,740-83.3% |
| Participant deferral / active EE | $3,032 | $5,238-42.1% | $4,426-31.5% | $6,400-52.6% |
| Admin fee / account holder | $398 | $6,944-94.3% | $5,425-92.7% | $11,426-96.5% |